HomeMy WebLinkAboutScope of ServicesEXHIBIT B - SCOPE OF SERVICES
Including Schedule
and List of Subconsultants
VIRGINIA KEY MASTER PLAN
SCOPE OF SERVICES
EDSA
INTRODUCTION
Due to the City's population growth, coupled with current urban development trends and demands for
waterfront access and recreation, the City of Miami , Miami -Dade County and the Village of Key
Biscayne, have identified the need for a comprehensive Master Plan study for Virginia Key. In pursuit
of this need, the City of Miami, Miami -Dade County and the Village of Key Biscayne, have selected
the EDSA Design Team to implement a Master Planning process that studies Virginia Key in its
entirety. (See Figure 1: Study Area)
The goals for the Master Planning process are to develop a viable waterfront with public open space
areas; develop policies for the use of the waterfront; develop and manage the land; and provide for the
protection and enhancement of the natural resources with the necessary infrastructure and traffic flow
to serve future development within the Marine Stadium Basin properties on the island.
Additionally, the proposed Virginia Key Master Plan should emphasize the opportunities for mixed -
use waterfront development, including the redevelopment of the properties along the Marine Stadium
Basin, integrate and recommend improvements to the existing Sewage Treatment Plant, integrate and
preserve the historic Virginia Key Beach
Park, as well as make recommendations
for future island wide improvements and
the protection of the remaining public
beaches, parks and conservation areas.
Figure 1: Study Area
LEGEND:
1 MIAMI MARINE STADIUM BASIN PROPERTIES
2 HISTORIC VIRGINIAKEY BEACH PARK SITE
3 NORTH POINT
4 OLD LANDFILL
5 BEACH AND HAMMOCK
6 SHRIMPERS LAGOON AND CITY WATER
TREATMENT PLANT
7 CRITICAL WILDLIFE AND CONSERVATION
AREA
8 MIAMI-DADE COUNTY PROPERTY,
SEAQUARIUM AND UM ROSENTIEI, SCHOOL
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SCOPE OF SERVICES
TASK ONE: Research and Data Collection
The research and data collection work shall include the review of relevant information as well as on -
site analysis, initial internal meetings with the City and County star, City and County committees,
possible Consultants to the City and County, as well as contacting relevant community and business
stakeholders to obtain pertinent data or information as part of the initial data collection for review.
1.01 Professional Survey and Environmental Remediation and Contamination Assessment Plans
The City will provide to the Team a cadastral survey and environmental and contamination assessment
plans of Virginia Key and its surrounding city -owned submerged lands. The Team will utilize the
survey to facilitate the site inventory and site analysis studies required as part of the Master Plan
design process and will rely upon its level of accuracy for the Master Planning Process. Please note,
the Team will rely upon the City of Miami and Miami Dade County to provide all base information
and will utilize existing marine navigational information for all bathymetric information. The Team
will rely upon the accuracy of the base information provided and will work in parallel with the
remediation RFP goals.
Deliverables:
• The development of base maps for the survey of existing conditions phase (Task 1.02).
1.02 Survey of existing conditions and Site Analysis of Virginia Key
The EDSA Design Team, (hereinafter referred to as the Team), will review pertinent information as
well as visit sites and perform site reconnaissance.
a. Identify all site elements through drawings and photographs (existing conditions, accessibility,
structures, barriers, vegetation and utilities)
b. Identify and map environmentally sensitive areas, remediation and contamination assessment plan
areas, including past environmental restoration and mitigation sites.
c. Identify existing zoning, land use and any existing covenant and/or deed restrictions
d. Identify the neighborhoods serving Virginia Key
e. Identify existing cultural and historical landscapes
f Identify park, school and institutional sites
g. Identify all City and County owned land including City and county owned brownfield sites to be
reclaimed, or restored, sites currently permitted for environmental restoration, sites recommended
for environmental restoration pursuant to the Army Corps of Engineers Section 1135 Planning
Process, the county's Biscayne Bay Restoration and Enhancement Program, and/or applicable state
programs, marinas and boating infrastructure, etc.
h. Identify existing security and safety issues such as lighting, streets and roadways, hazardous and/or
abandoned property, etc.
i. Identify City and County commission districts and the municipality/UMSA boundary throughout
the study area. Also emphasize the distinction between the municipal zoning boundary and the
municipal ownership boundary in all areas where these two (2) boundaries are not in the same
location.
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j. Identify community and business organizations serving or having an interest in Virginia Key
k Provide analysis of existing site conditions
1. Collect underground records from City of Miami, County Water and Sewer, and all other utilities
in the area
rn. Investigate infrastructure capacity availability
n. Conduct up to 25 (individual) stakeholder interviews with key stakeholders. The Team to rely
upon the City for assistance in determining key stakeholders.
o. Provide analysis of existing traffic conditions
p. Provide analysis of present environmental conditions, remediation plan areas, and issues
q. Provide analysis of existing cultural and historical issues
r. Provide analysis of existing zoning, land use and any existing covenant and/or deed restriction for
all parcels within the study area including the submerged lands (City of Miami to provide maps and
information for the submerged lands)
s. Provide analysis of existing landside boating infrastructure
t. Provide analysis of existing submerged lands including extent of municipality ownership,
waterward boundaries of the Bill Sadowski Critical Wildlife Area relative to municipal ownership
boundaries, dredged vs. undredged areas, etc. (Per the City of Miami, it will be unnecessary to
provide legal opinions regarding this item, additionally analysis will be based on maps and meeting
with Miami Dade DERM staff, therefore fieldwork and spatial mapping will not be necessary)
Please note, the Team will rely upon the City of Miami and Miami -Dade County to provide all base
information and will rely upon the accuracy of the base information provided.
Deliverables:
Summary Report of above described information in both a graphic and written form. The written
form will be incorporated in the Master Plan Report
Site Inventory Report and preparation of Opportunities and Constraints Plan
1.03 Research Historic References
The Team will become familiar with the historical context of Virginia Key. The goal of the research
will include understanding the type, chronological placement and use of the different use areas within
the island. The Team, with City and County staff assistance will identify specific preservation
group(s) to assist in developing the historical background of Virginia Key. Background information
will be used to produce a developmental history of Virginia Key, which discusses, where applicable,
the significant architecture, landscape elements and cultural and natural features of the island.
Additionally, in conjunction with staff,, the Team will develop a list of individual stakeholders,
preservation groups, as well as the other stakeholder groups that can be involved at critical points
during the planning process. The Team will, with staff assistance, schedule interviews with
stakeholders as part of the research and data collection process. In preparation of these stakeholder
interviews, the Team will prepare a presentation that summarizes the history of the area. This
presentation will be utilized to facilitate discussion with stakeholders as well as enhance the planning
process.
Deliverables:
• Summary Report of Historic References information gathered.
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1.04 Review pertinent plans and studies
City and County staff will provide the Team with plans and studies as they relate to efforts in the City
of Miami and Miami -Dade County: Demographic trends based on the 2000 Census, all pertinent
County planning studies, City of Miami Comprehensive Plan, Consolidated Plan, and City of Miami
Virginia Key Master Plan of Tune, 1987. The Team will also look at studies such as the Virginia Key
Beach Park Master Plan, a site planning process for the preservation and restoration of historic
Virginia Key Beach Park, as well as any previous City or County studies or plans to restore or enhance
the natural environment, as well as for boating, mooring field, navigation, dredging, marina plans,
leases and/or any boating infrastructure for Virginia Key including but not limited to consistency with.
state- and federally -approved manatee protection requirements as they relate to this area. The Team
will also review any state or federal studies or plans that the City or County provides to the Team, such
as the Army Corps Section 1135 Virginia Key environmental restoration plan.
Deliverables:
Summary Report of pertinent plans and studies
1.05 Environmental Research
The Team will research environmental impacts associated with the historic use of Virginia Key,
including a focus on the sewage treatment plant, wetland restrictions, endangered/critical habitats, and
any other environmental/compliance issues along the Marine Stadium Basin area and the
Seaquarium/Rosentiel School area. Research will include a review of regulatory files maintained by
the Miami -Dade County Department of Environmental Resources Management (DERM) and Florida
Department of Environmental Protection (FDEP), and interviews with DERM/FDEP officials.
Additionally, the Team will collect, with City staff assistance historic assessment reports prepared for
the Critical Wildlife and Conservation Area, the Historic Virginia Key Beach Park, the sewage
treatment plant, and water/sediment quality of Biscayne Bay (in the immediate vicinity of Virginia
Key),
The Team will review historic information obtained from file reviews of DERM and FDEP records
regarding the operation of the old landfill as well as available records related to any environmental
investigations and/or interim corrective actions/closure work. It is anticipated that document review
will include operational reports, FDEP/DERM inspection reports, Notice of Violations, groundwater
and/or soil test lab data, and environmental assessment reports. No testing of soil, sediments,
groundwater or surface water will be conducted as part of this project.
Deliverables:
Summary Report of Environmental Research
1.06 Please see attached Market, Economic, Financial and Implementation Analysis by Economic
Research Associates. 1.06 a-c
1.06 d In addition to the ERA Scope, attached, the team will prepare a brief summary on
programming and program financing on the following items:
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• Perimeter/connectivity
• Retail (concessions)
• Lighting
• Security
• Sanitation
• Horticulture
• Site furnishings
• Restrooms
• Special events programming
• Attractions
• Lodging (cabanas, motel type, etc.)
• Dining
1.07 Traffic Consultant/Analysis
The traffic -engineering component associated with the project consists of two (2) parts:
a. Existing Conditions
The traffic analysis will begin with an evaluation of existing conditions. The existing conditions
analysis will document the existing roadway, pedestrian and bicycle network, including access
connections, internal site circulation, traffic volumes, and the existing level of service of the
transportation network during a typical weekday and a typical Saturday. For this analysis, four -day
machine traffic counts will be placed at four (4) locations. The four (4) locations include:
1. Rickenbacker Causeway north of Virginia Key
2. Rickenbacker Causeway south of Virginia Key
3. Arthur Lamb, Jr. Road
4. Virginia Beach Drive
Additionally, intersection turning movement counts will be collected at up to six (6) intersections
during the four (4) highest volume hour period on both a typical Friday and a typical Saturday. An
existing conditions report will be prepared for the project.
b. Future Conditions Analysis
The second phase of the traffic study will include a future conditions analysis. Based on development
plans prepared by the project Team, the Team will evaluate the Master Plan from a traffic -engineering
standpoint. Recommendations will be made relative to access, including non -motorized modes, public
transportation, and internal site circulation. Future traffic volumes will be prepared for the overall
Master Plan. Furthermore, a future conditions report will be developed for the project. The future
conditions report will also address other modes of transportation, such as buses, pedestrians, and
bicyclists.
Deliverables:
Traffic Report (Based on existing and future conditions analysis)
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TASK TWO: Community Public Information Workshop
The Community Design phase includes the preparation and facilitation of a public involvement
Workshop, and local community meeting for the Virginia Key Master Plan for the City of Miami.
2,01 Local Community Meetings
The purpose of the local community meetings is to engage the local community and business
stakeholders in the Master Planning process by attending their regularly scheduled meetings. The City
of Miami, Neighborhood Enhancement Team (NET) offices will assist the Team in the public outreach
efforts to get the community and businesses out to the Public Information Workshops.
By attending the local meetings, City staff will keep these organizations involved throughout the
planning process which will assist the Team in building a consensus within this very diverse
community. To ensure that a cross-section of the populations in the City of Miami and Miami -Dade
County are represented, the public will be contacted to participate in the master planning process.
Deliverables:
• Attendance and preparation for up to twelve (12) organizations meetings
2.02 Community Public Information Workshop
The goal of the Community Public Information Workshops will be to inform and engage the
community in a discussion regarding waterfront urban design opportunities, conservation and
protection of environmentally sensitive areas, traffic issues, cultural issues, historic issues and the
design of public open spaces within Virginia Key. The format shall be designed to educate and inform
the general public and facilitate discussion regarding the Virginia Key Master Plan, the initial site
inventory and analysis as well as the input from City and County staff. The results of the Workshop
shall guide the creation and development of the Virginia Key Master Plan. The Team has included up
to three (3) Community/Public Informational Workshops. These public Workshops include:
Public Workshop #1: Introduction to Master Planning Process and Review of Preliminary
Site Inventory and Analysis
Public Workshop #2: Presentation of Preliminary Master Plan Alternatives
Public Workshop #3: Presentation of Final Master Plan
Please note the Team will rely upon City staff for all public notices, advertisements and facility
locations. Please note, a Senior Environmental Scientist or Engineer will attend the three (3) Public
Information Workshops to address environmental resource issues and issues related to the reuse of
environmentally sensitive areas.
In order to ensure a successful attendance at the Workshops, the Team recommends the following prior
to each Community/Public Workshop: Placement of announcements on the radio with English,
Spanish, and Creole speaking radio stations; post banners throughout the community; place both
ground signage and posters throughout the community at public places, in windows of local
businesses, and in neighborhoods; set up a kiosk/booth at events announcing the Workshops; prepare
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and distribute flyers announcing the Workshops; and prepare and distribute a community bulletin at
Ieast four (4) times during the study process.
Deliverables:
• Preparation, facilitation and attendance of three (3) Community/Public Information Workshops
• Coordination with local media for public meeting announcements
• Preparation of temporary ground signage, poster and flyers advertising community/
Public Workshops. Please note the Team will provide an electronic copy of any ground signage, poster
or flyers for printing, placement and distribution by the City.
2.03 Generate Necessary Maps
The Team will create the base maps needed for the Workshop with the help of the City. The City will
assist in this effort by coordinating with public agencies to provide available base information
including general graphic information in an AutoCAD or *.dxf format, zoning ordinances, and other
regulatory information; and locations of public utilities including drainage, water, sewer and lighting.
As part of the base map preparation, the Team will include the preparation of a plan illustrating the
existing underground utility infrastructure based on as -built information collected from utility
companies and the City of Miami.
Deliverables:
Base maps necessary for the Master Planning Process
TASK THREE: Master Planning
Beginning with the Community/Public Information Workshops, the Team will develop the preliminary
and final Master Plan, including the design and layout of components that complete the Master Plan.
3.01 Preliminary Master Plan
Based on the preliminary project program developed during Task One and from additional feedback
from the Community Public Information Workshop and meeting with City and County staff, the Team
will prepare up to three (3) Preliminary Master Plan Alternatives. These Preliminary Master Plan
Alternatives will include drawings and illustrations (section, elevation and/or perspectives) rendered in
color. The Preliminary Master Plan will illustrate the waterfront urban design elements, proposed
roadways and parking facilities, park open space and public beach areas, historical and cultural areas,
environmentally sensitive areas, pedestrian and bicycle pathways/lanes/linkages, marina and boating
infrastructure, wetslips, moorings, drystack, boat ramp, trailer parking, docks, and comprehensive
landscape and gateway improvements. As part of the Preliminary Master Plan the Team will also
prepare a master utility infrastructure plan for the entire area, including existing and proposed utility
improvements.
Based on an assessment of the information collected during the environmental research phase and
input received from independent environmental reports and during the Public Information Workshops,
as part of the Preliminary Master Planning Process, the Team will provide a general recommendation
for the redevelopment and reuse of environmentally sensitive areas. For the preliminary Master Plan,
it is assumed that the reuse alternatives to be assessed will be limited to active and/or passive
recreational uses. This scope -of -services does not include an assessment of commercial, residential, or
mixed use alternatives for the landfill.
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The Team will provide a summary of recommended environmentally sensitive areas, remediation and
closure alternatives. These recommendations will be based on:
• Potential recreational reuses
• Characteristics and extent of identified contaminants of concern (based on DERM and FDEP file
reviews and from environmental assessment reports underway.
• Existing conditions
• Risk assessment for public use, and
• State/Federal/County regulatory requirements and restrictions
The Team will also provide a discussion of other considerations and issues related to the selection of
potential redevelopment alternatives of environmentally sensitive areas, based on the finding of the
contamination assessment report (CAR) and Site Assessment report (SAR).
In addition to the plans and sketches, a preliminary narrative with budget level cost estimates for
implementation will be included.
The Preliminary Master Plan's individual program elements and site components shall be evaluated for
their cost and ability to be processed for permitting and construction, i.e. feasibility.
As a result of the evaluation of costs and analysis of other relevant factors, the proposed program
elements and site components will be prioritized.
As part of the Preliminary Master Planning Process, each of the up to three (3) alternatives will
examine the potential expenses and revenues associated with the Master Plan Alternative, including
funding alternatives that will guide the implementation of the reconunended improvements.
Deliverables:
• Preparation of up to three (3) Preliminary Master Plan alternatives (as described above)
• Preparation of illustrative section elevations/sketches/perspectives (up to ten[10]) to illustrate the
Master Plan alternatives)
• Preliminary Order -of -Magnitude Cost Summary
3.02 Final Master Plan and Implementation Strategy
Based on feedback from the Community/Public Information Workshops and City and County staff, the
Team will prepare the Final Master Plan. The Preliminary Master Plan and Program will be refined
and be the basis for the development of the Final Master Plan. The Final Master Plan will include
drawings and illustrations (section, elevation and/or perspectives) rendered in color. The Final Master
Plan will illustrate the waterfront urban design elements, proposed roadways and parking facilities,
park open space and public beach areas, historical and cultural areas, environmentally sensitive areas,
pedestrian and bicycle pathways/lanes/linkages, marina and boating infrastructure, wetslips, moorings,
drystack, boat ramp, trailer parking, docks, proposed utility and roadway improvements and
comprehensive landscape and gateway improvements. As part of the Final Master Plan the Team will
also prepare a master utility infrastructure plan for the entire area, including existing and proposed
utility improvements.
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The Team will provide a technical assessment and provide recommendations for the engineering
controls, potential environmental impacts, environmental impact mitigation alternatives, and permit
requirements for up to two (2) landfill reuse alternatives. Please note, this Scope of Service does not
include any field investigations, testing, preparation of any design documents, or permit applications.
As part of the Final Master Plan, the Team will prepare a Phasing Plan. This Phasing Plan will
prioritize the proposed program elements and site components, based on the potential options for
revenue alternatives, as well as identify a series of strategic actions to promote the successful
implementation of the Virginia Key Master Plan.
Additionally, a refined narrative with opinions of probable costs for implementation will be included.
As a result of the evaluation of costs and analysis of other relevant factors, the proposed program
elements and site components will be prioritized.
Deliverables:
• Final Master Plan
• Refined section elevations/sketches/perspectives (up to ten [10]), to illustrate the Master Plan)
• Revised Order -of -Magnitude Cost Summary
• Phasing Plan with project priorities identified
TASK FOUR: Final Documentation
The components of the Master Plan shall be combined and presented in a bound final report. In
addition, a Website will be created to communicate the results of the final report.
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4.01 Master Plan Report
The Master Plan Report shall serve as a summary of the process and work to -date for this project.
Formatted within the Report will be the:
a. Master Plan narrative and drawings
Deliverables:
• Preliminary draft of Master Plan Report (electronic format, printing by the City)
• Review and coordination with City staff
• Final Master Plan Report (electronic format, printing by the City)
4.02 Preparation, Printing, Copying, etc. of Master Plan Report
This is a clerical task to produce electronic copies of the Master Plan Report for the City and County.
Deliverables:
One (1) electronic copy and two (2) bound hard color copies and one (1) unbound hard color copy of
the Mastet Plan Report
4.03 Mounted Renderings
The Team will scan the perspective drawings and plot them in color in a larger format, and mount
them on foam core boards approximately 24" x 36" in size.
Deliverables:
Electronic copies of Master Plan exhibits for the City to print and mount (24" x 36" format)
4.04 Virginia Key Master Plan Website and Public Information Flyers/Community Bulletins
a. Website
The Team will coordinate with City staff and create a website for the project. The goal of the website
will be to feature the documentation of the Master Plan report, highlight the public process, and
provide a source for public information culminating with the final work products as previously listed.
Based on the above, the Team will meet with the City of Miami to discuss strategy and creative
direction, for the design and development of the Virginia Key website.
Upon conclusion of the strategy discussion regarding the web site, the Team will then outline the
message objectives that will drive the design process. The following elements will be evaluated:
• The design the visual concept and general tone for the site, and determine the primary elements that will need
to be communicated.
• The design of the navigation experience via image map technology, etc. using visual images and graphics to
lead consumers through the Virginia Key website.
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• If required, develop a basic link structure for easy constituent access and feedback.
Based on the above, EDSA Graphics will complete representative sample website pages along with a
corresponding storyboard and will place these sample pages in a private site on the internet to be accessed and
reviewed by the City of Miami staff. These pages will convey the overall visual and copy concept that will
drive the entire site.
Upon completion of the design phase, the Team will work with the City of Miami staff to determine
the specific technical requirements regarding web site hosting, location, etc. in order to post the
website on the World Wide Web. The Team will provide the necessary set-up and service to have the
project website uploaded and hosted on the World Wide Web. We anticipate the website will be
hosted on the City of Miami's current web site.
As the project progresses and the additional phases take form, the Team will update the website to
keep the public informed of the Virginia Key Master Plan's progress. The frequency of these updates
will be consistent with the production of the tasks described in Task 1 — 6.
b. Public information Flyers/Community Bulletins
The Team will prepare up to four (4) color public information flyers/community bulletins to be distributed on a
quarterly basis during the life of the planning process.
The public information flyers will provide a description of the project background, purpose of the study, project
goals and objectives, and issues that need to be addressed. In addition, as the planning process progresses, the
public information flyers will be utilized to update the public on the planning process, Preliminary Master Plan
Alternatives and Final Master Plan.
The public information flyers will be a (four [4] to eight [8] pages) color packet 8.5" X 11" in size and one (1)
electronic set in Adobe PDF format. The public information flyers will also be posted on the project web site.
Deliverables:
• Website, including updates
• Four (4) color public information flyers/community bulletins
Please note, the Team will rely upon the City of Miami to print and distribute the bulletins, either through the
mail, as part of a utility bill or by special mailing. The Team will provide an electronic copy for the City to
print.
4.05 Format of Deliverables
The Team will provide final work products to the City in the following format:
• Graphic documents. One (1) full size plot or print of each drawing, at a scale and size to be
determined. Graphic documents will also be included in the Master Plan Report.
• Digital scans of the drawings will be provided on a CD-ROM (1 copy).
• Written documents. One reproducible and unbound copy of the project summary, printed on paper
in an appropriate format. The documents will also be digitally stored in an appropriate computer
format, and will be provided to the City on a CD-ROM (1 copy). The report can also be converted
into a read-only format (*.pdf), using the freeware program Adobe Acrobat Reader for
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reproduction by the City. The Adobe Acrobat format is usually "downloadable" from the Internet
if posted to a web site.
TASK FIVE: Project Administration
5.01 Meetings and Presentations
The Team will participate in project -related meetings starting with a meeting with City and County
staff' and elected officials, specifically to organize and steer the work -in -progress. In addition to the
public meetings associated with the Community Design Workshop, the Team will make presentations
to City and County advisory boards and departments to be determined. Presentations of the project's
findings to the City and County Commissions will also be required. The Team has anticipated up to
fifteen (15) meetings, in addition to the three (3) Community/ Public Information Workshop described
above,
Deliverables:
Preparation and attendance at up to fifteen (15) meetings
TASK SIX: Implementation
6.01 Funding and Construction
Based upon the accepted Final Master Plan, the Team will expand upon the possible funding
alternatives identified in the Implementation Strategy. These funding alternatives may include
available grants and matching funds to be utilized for the preparation of design development drawings,
construction drawings, documents, permitting and construction of the recommended improvements
identified in the Master PIan.
More specifically, the Team will refine the previously prepared alternatives within the parameters of
the recommendations from the master plan for the potential expenses and revenues associated with the
Final Master Plan. As part of the strategic implementation program, the Team will examine revenue
sources which may include, but not limited to:
1. Marketing the "adoption" of park elements
2. Seeking in -kind capital and expense contributions by local corporations
3. Generating revenues from the use of appropriate portions of Virginia Key for public and private
events
4. Assist staff by providing recommendations for specific development components that may be
included in a future Request For Proposal (RFP).
The goal of the potential revenue sources is to produce capital and expense revenues that would allow
the City of Miami to expand Virginia Key programs for the public.
The expense and revenue alternatives would guide the implementation of the recommended
improvements.
peliverables:
• Summary memorandum (to be included in the Master Plan Report) outlining a strategy for potential
expenses and revenues associated with the implementation of the Master Plan.
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TASK SEVEN: Additional Services
In addition to the above described services, the Team, per the direction of the City of Miami may
provide additional services associated with the Master Plan.
Although currently not specifically described, these Additional Services may include:
1. The preparation, assistance and coordination of a public/private Request for
Proposal/Qualifications for a public/private partnership for development on Virginia Key, based on
the completed and approved Master Plan
2. Design Development drawings , Detailed Design , Construction drawings and Administration
Services associated with a priority public improvement project
3. Additional meetings above the described meetings/presentations in Tasks One through Task Six
4. Printing and distribution of bulletins, flyers, etc. associated with the public consensus building
process
5. Printing of drawings and/or reports, as described above in Tasks One through Six
6. Other services associated with the Planning and Implementation of Virginia Key as requested by
the City of Miami
Please note the above list describes potential Additional Services only. Upon request by the City of
Miami, the Team will prepare a specific Scope of Services and fees for review and approval by the
City of Miami. Additional Services will not be provided unless properly authorized by the City of
Miami.
G:1Projects'DC\PROPOSED PROJECTS\(PDK) Virginia Key \Administration\Contract\EDSA FINAL_SCOPE_ATTACHMENr_A_090605 doc
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VIRGINIA KEY MASTER PLAN
MARKET, ECONOMICS AND FINANCIAL ANALYSIS
In coordination with EDSA, Master Planners and Prime Consultant
by
Economics Research Associates
Washington, D.C.
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VIRGINIA KEY MASTER PLAN
Market, Economics, Financial and Implementation Analysis
Introduction
Economics Research Associates (ERA) is pleased to submit the following Proposed Scope of Services
to the Department of Planning, City of Miami to provide Market, Financial and Implementation
Analysis for the Virginia Key Master Plan. We understand that the Master Plan prime consultant will
be EDSA, and that ERA's proposal will be performed as a sub -consultant to EDSA as part of the
overall Master Planning process.
The proposed Scope of Services detailed below has been developed in response to the original Request
for Proposals issued by the City of Miami, Miami -Dade County and the Village of Key Biscayne, and
based on discussions with key City staff responsible for the Master Plan. ERA's Scope includes the
elements in the RFP as well as a more detailed description of the process and methodology to be used
by ERA in completing the work. The proposal and budget are based on the following assumptions:
• EDSA, Prime Consultant for the Virginia Key Master Plan will serve as project managers,
administrative manager and consultant coordinator of the project.
• EDSA will direct the process (with assistance from ERA and other subconsultant specialists),
and will be responsible for contracting, billings and payments, and general contract
administration.
The project schedule for the consulting process is anticipated to be one year, including data collection,
synthesis of all non-economic/financial and other components included in ERA's Scope of Services,
organization and scheduling of meetings, public workshops, public outreach activities, development
and refinement of Master Plan alternatives and the preparation of the Final Master Plan document to be
completed within 12 to 18 months of execution of ERA's contract and project initiation.
ERA will focus on the tasks described below, and will provide supporting participation in accordance
with these tasks in our Scope of Services.
ERA will provide consulting assistance and work products through EDSA, and in response to the
proscribed project schedule (incorporating project coordination meetings, public workshops and
completion of deliverables).
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Introduction
The following Scope of Services responds to Section 1.06 of the Virginia Key Master Plan Request for
Proposals, as well as to ERA's discussion with the City of Miami: The tasks and deliverables
incorporate both RFP requirements as well as our understanding of the characteristics, conditions and
environmentally sensitive areas of Virginia Key, while acknowledging the historic, economic, and
educational roles that the island can plan through carefully selected development opportunities.
1.06 a Factors Affecting Development
ERA will meet with the City of Miami and EDSA, as well as other identified stakeholders to explore
factors affecting development of Virginia Key. These factors may include (hut not be limited to) the
following:
• Environmentally sensitive areas (such as conservation sites and the manatee breeding area)
• Educational and institutional uses such as NOAA and the U.S. Fisheries facilities, the
University of Miami Rosentiel Center, the Miami Seaquarium and other public and non-public
educational/research sites on Virginia Key
• Virginia Key Beach Park and the role played by the Historic Virginia Key Beach Park Trust (as
well as the proposed museum facility associated with the historic park)
• The Marine Stadium and its re -use opportunities
• Through -island traffic going to and from Key Biscayne and its impact on Virginia Key's
environmental and market issues
• The Marine Basin and other marine/conservation wildlife areas
• The landfill, and how it might be better used
• Public beaches on Virginia Key
• Market and traffic implications of the existing marina, its restaurant, and the Rusty Pelican
restaurant
• Other issues identified by the client group and EDSA's environmental and other mapping and
analyses
1.06b Economic Viability
ERA understands that existing and potential uses on Virginia Key must meet a number of tests, not the
least of which is scale and environmental appropriateness. However, ERA also recognizes that the
island has a number of public facilities that provide educational, recreational, and environmental
learning experiences to the general public, and that a careful balance must exist for all interests in
Virginia Key to be served in ways that will not compromise the island's unique role in the Greater.
Miami. Current leased facilities (such as the marina and waterfront restaurants), could be
complemented by introducing low -scaled, environmentally oriented lodging facilities and other
supporting facilities. These facilities must meet both the test of appropriateness for the scale and
environmental sensitivities of Virginia Key; prove to be economically and financially viable for both
the operators of these facilities and for the City; and meet the needs of the County and the Village of
Key Biscayne. ERA will work closely with the City and EDSA to review and analyze site constraints,
including:
• Transportation access
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• Site visibility (which may vary by location and priority)
• Adjoining/surrounding uses
• Site size
• Ownership patterns (both public ownership, stewardship relationships and concerns/priorities
of private interests)
• Site configurations (proximity to roads, waterfronts, environmentally sensitive areas,
redevelopment areas such as the landfill, etc.)
• Infrastructure conditions, requirements and needs (as identified by EDSA and the client
group) as they might affect limited development
• Necessary site work and infrastructure improvements
• Other site conditions identified in the EDSA/stakeholder analysis
Based upon these site characteristics and the team's analysis of their affects on the Master Plan, ERA
will complete a market analysis of current and projected markets; analyze the economic performance
of existing commercial facilities on Virginia Key; and determine the economic viability/feasibility of
projected future components on Virginia Key. The overall economic viability of current and/or
potential revenue generating components determined to be appropriate for Virginia Key will be
researched and analyzed. ERA's conclusions about potential economic viability will be included in an
economic model that addresses the individual uses listed below;
Marine Basin Properties -- ERA will complete a market analysis and economic study of the Marine
Stadium and its potential for re -use and re -programming. ERA will work with data provided by EDSA
and the client group to determine the necessary reconstruction and repairs necessary to make the
Stadium usable, and review the types of programming that might attract attendance to events at the
stadium. The identified opportunity will then incorporate analysis of the potential to either offer an
operating concession for events management in the Stadium, or to provide food and beverage and other
concessions in a Stadium facility operated by a public or governmental entity. ERA will also analyze
the factors which might suggest provision of another facility on the site, should existing damage
caused by Hurricane Andrew be more than can be supported by additional revenues and/or private
investment by an operator.
The Marina — ERA will complete a market analysis of demand for marina space and services in the
Biscayne Bay/Miami area, including permanent slips, dry storage (including condominium storage
similar to the recent boat storage project in Dania Beach, Broward County), transient slips, boat repairs
and maintenance, and other commercial marina services. ERA will conduct interviews with
selected/relevant marina operators in the region (including on neighboring Key Biscayne) to develop
estimates of market -based pricing, occupancy levels, seasonality, demand trends for slips and storage
(including drystack facilities), market profile of marina customers, and other operating and market
characteristics which will affect feasibility and market viability for the Virginia Key marina facility.
ERA will also assess the role and impact that the marina and the site's boating infrastructure can have
on other mixed uses on Virginia Key. Our findings will included recommended alternative
development options for the Marina Basin and surrounding area and recommendations regarding
marina size, size and mix of slips, management structure and projected potential revenues to the City
of Miami or other public sector entities. These recommendations will also evaluate the level of
required investment in order to reach the determined level of economic potential.
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Park Programming and Revenue/Expense Analysis - Based on the environmental and physical
conditions analysis prepared by EDSA as well as an analysis of the potential program for the Park,
ERA will complete a comprehensive review of economic potentials for a range of park components.
The analysis will primarily focus on revenue generating uses, services and market needs, as well as
comments on physical elements that will affect the market viability and operating costs for the park
program. Primary park programming uses will include:
• Retail concessions
• Dining/food and beverage operations (seasonal and permanent, stand-alone operations such as
the Rusty Pelican and `supporting' food and beverage linked to other uses such as beach
activities, environmental education, the marina, outdoor recreation, etc.)
• Lodging facilities (especially environmentally -oriented lodging operations ranging from rustic
camping sites through specialized facilities such as those developed by the National Park
Service in St. John's, USVI or eco-tourism resorts in Costa Rica and other locations)
• Special Events Programming (such as might be held in the Marine Stadium, the Seaquarium, at
the landfill, or other locations)
• Attractions/destination uses such as the Seaquarium, waterside dining areas, Historic Virginia
Key Beach Park
In addition to analyzing the market for each of these five uses, ERA will also assess the revenue
generating potential and economic viability of each use. To the extent that other elements will affect
the viability of these uses, ERA will also work with EDSA and the client to analyze and provide
comments and guidance to the client on existing conditions and needed improvements affecting net
revenues to the City of Miami for supporting elements including:
• Lighting
• Security
• Sanitation Facilities
• Horticulture
• Site Furnishings
• Restrooms
The conclusion of this analysis will be a prioritized description of market -feasible uses that will form
the potential program for the Park. Based on data provided by EDSA and the client, ERA will
incorporate order -of -magnitude costs for needed/required capital investments that will affect the long-
term viability of the programmed uses for the park. The potential uses of funds needed to implement
the program will then be arrayed against selected sources of funds, including both revenue generation
potentials (e.g., sales, lease revenues, service fees, concession fees, sales and ad valorem taxes
generated, etc.) as well as non -governmental funding (e.g., charitable and institutional involvement,
corporate and other sponsorship and/or underwriting opportunities, and other non -governmental
resources. In particular, ERA will focus on how partnerships and public/private interests can intersect
with capital investment programs; reinvestment and maintenance needs and planned replacement
reserve budgeting to maintain Virginia Key at the highest level of quality and service.
The conclusion of this task will be a comprehensive analysis of projected operating expenses by
category (and, as available, by site or location) and capital expenditures (based on data provided by
EDSA and the client group) in order to determine the magnitude of the net economic opportunity as
well as projected ongoing operating costs, replacement and maintenance funding, etc.
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1.06c Fiscal and Economic Impacts - The program of uses determined in the preceding task will
serve as the basis for completion of both Economic and Fiscal Impact analyses for the park. The
mixed -use program elements, recreational and attraction activities and public facilities provided on the
island will be incorporated into an economic impact of jobs created or maintained as well as the impact
of construction spending on materials and construction jobs and other construction -related investments.
Using cost data provided by EDSA and the client group, ERA will also structure a fiscal impact
analysis incorporating public capital investments needed to implement the program and project net
positive (or negative) revenues which might be expected to result from implementation of the program.
The fiscal and economic impacts will follow the methodology and format used by ERA in our
economic analysis practice, and will be consistent with industry standards for both categories of impact
analysis.
Recreational Opportunities and Demand Survey — ERA will work in collaboration with EDSA and
the City of Miami to develop a survey instrument to be used to research and develop a better
understanding of the recreational opportunities and demands for Virginia Key. As a local and regional
public asset, Virginia Key has many advocates, interest groups and stakeholders; but it also has a role
to play in the greater recreational and educational needs for the entire region. The intent of the survey
instrument will be to gauge the level of understanding of the value of the resource, determine the level
of sensitivity resulting from related uses (such as proximity of the marina and related boating activities
to the manatee breeding ground, for example). ERA will provide advice, input, and documentation for
development of the potential survey instrument, review of the instrument with the City, preparation of
the Final Survey Instrument for approval by the City of Miami. Working with the City and team, ERA
will also advise and comment on the proposed survey distribution methodology (such as a water bill
enclosure, Internet/e-mail survey, etc.). Based on the data collection and analysis of the survey results
(and assuming cross tabulation of survey data by others), ERA will also participate in preparation of a
summary memorandum of survey results.
ERA recommends that the Virginia Key team approach the survey process through inclusion of a
survey and research firm, either from the Miami area or based on our experience with other firms, from
another East Coast location, to provide specific expertise in survey instrument design for cross
tabulation, distribution methodologies and statistically valid sample sizes, cross tabulation and analysis
of survey results, adequate response determination and other factors to assure that the survey process
will generate the type and quality of information needed for the Virginia Key Master Plan. The budget
and schedule for this task will assume that distribution of the survey will be completed by the City of
Miami. The cost for inclusion of a survey firm and its participation in the Master Plan process is not
included in ERA's budget
Schedule — ERA anticipates that the Virginia Key Master Plan will be completed over a 12-month
period, working in concert with EDSA and the client group/City of Miami. The process does not
include extensive public meetings, although ERA will meet with selected stakeholders and institutional
participants such as NOAA, University of Miami, and others to complete the study.
ERA's fees for this project includes reimbursable expenses and assumes that it will be possible to
schedule site work, stakeholder meetings, etc. in conjunction with ERA's other work in the Miami area
in order to reduce travel costs allocable to the projects.
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Mr. Tom Moriarity, Vice -President of ERA, will serve as the Principal -in -Charge of this assignment,
responsible for the overall direction of the project and the delivery of our services. Mr. Bill Owens, Senior Vice
President in our Washington office, and one of the firm's recreational specialists; will serve in a key advisory
role on the project. Mr. Tom Lavash, Senior Associate, will serve as ERA's senior project manager and day-to-
day firm contact.
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STANDARD PROPOSAL ADDENDUM
Economics Research Associates
It is understood by the client that Economics Research Associates (ERA) can make no guarantees
concerning the recommendations that will result from the proposed assignment, since these
recommendations must be based upon facts discovered by ERA during the course of the study and those
conditions existing as of the date of the report. To protect you and other clients, and to assure that the
research results of ERA's work will continue to be accepted as objective and impartial by the business
community, it is understood that our fee for the undertaking of this project is in no way dependent upon
the specific conclusions reached or the nature of the advice given by us in our report to you.
It is agreed by the client that the report is not to be used in conjunction with any public or private offering
of debt or equity securities without our prior written consent.
It is further agreed that the client will indemnify ERA against any losses, claims, damages and liabilities
under federal of state security laws that may arise as a result of statements or omissions in public or
private offerings of securities.
It is agreed by the client that payment for the services of ERA is due upon receipt of the invoice; that full
payment is due upon receipt of the completed report; and that ERA has the right to withhold delivery of
the final report pending receipt of any overdue payments.
In the event any invoice is not paid within thirty (30) days after rendering of the invoice it shall commence
bearing interest on the date the invoice was rendered at the rate of 18 percent per annum (or such lesser
rate as may be the maximum interest permissible under applicable law), and the client agrees to pay all
accrued interest, together with the charges for services rendered as provided for in this agreement. In
addition, should an unpaid invoice be referred to our attorneys for collection, the client agrees to pay their
reasonable fee for such work, as well as any costs of suit that may be incurred.
It is further agreed by the client that the report will be presented to third parties in its entirety and that no
abstracting of the report will be made without first obtaining the permission of ERA.
It is understood by ERA that the findings of this report are the proprietary property of the client and they
will not be made available to any other organization or individual without the consent of the client.
This proposal will remain in force for a period of sixty- (60) days from the date shown herein
Subconsultants:
Applied Technology & Management (ATM)
Biederman Redevelopment Ventures (BRV)
Camp, Dresser and McKee
Carter + Burgess
Consul -Tech Services, Inc.
Economic Research Associates
REG Architecture
Sheryl Dickey Consulting Services
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EXHIBIT C — COMPENSATION
Pursuant to Resolution No. 05-0606, adopted November 3, 2005, in a total amount not
to exceed $ 775,000.00:
1. Upon execution of Agreement on , 200_: the total fees shall not
exceed Seven Hundred Twenty Five Thousand, Six Hundred Twelve Dollars and
No/Cents ($725,612.00)
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EXHIBIT D
INSURANCE REQUIREMENTS
PROFESSIONAL SERVICES AGREEMENT
Edward D. Stone, Jr. and Associates, Inc. d/b/a EDSA
I. Commercial General Liability
A. Limits of Liability
Bodily Injury and Property Damage Liability
Each Occurrence
General Aggregate Limit
Personal and Adv. Injury
Products/Completed Operations
Endorsements Required
$1,000,000
$ 2,000,000
$ 1,000,000
$ 1,000,000
City of Miami included as an Additional Insured
Employees included as insured
Contractual Liability
Independent Contractors Coverage
Waiver of Subrogation
II. Business Automobile Liability
A. Limits of Liability
Bodily Injury and Property Damage Liability
Combined Single Limit
Any Auto
Including Hired, Borrowed or Non -Owned Autos
Any One Accident $ 1,000,000
B. Endorsements Required
City of Miami included as an Additional Insured
Employees included as insured
III. Worker's Compensation
Limits of Liability
Statutory -State of Florida
Waiver of Subrogation
IV. Employer's Liability
A. Limits of Liability
$100,000 for bodily injury caused by an accident, each accident
$100,000 for bodily injury caused by disease, each employee
$500,000 for bodily injury caused by disease, policy limit
V. Pollution/Environmental Liability
A. Limits of Liability
Each Occurrence $1,000,000
General Aggregate $2,000,000
VI. Professional Liability/Errors and Omissions Coverage
PROJECT SPECIFIC COVERAGE
Each Claim
General Aggregate Limit
Deductible- not to exceed 10%
$ 2,000,000
$ 2,000,000
The above policies shall provide the City of Miami with written notice of cancellation or material
change from the insurer not Less than (30) days prior to any such cancellation or .material
change.
Companies authorized to do business in the State of Florida, with the following qualifications, shall
issue all insurance policies required above:
The company must be rated no less than "A" as to management, and no less than "Class V" as to
Financial Strength, by the latest edition of Best's Insurance Guide, published by A.M. Best Company, .
Oldwick, New Jersey, or its equivalent. All policies and /or certificates of insurance are subject to
review and verification by Risk Management prior to insurance approval.
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EXHIBIT E - CORPORATE RESOLUTIONS
AND EVIDENCE OF QUALIFICATION TO DO BUSINESS IN FLORIDA
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